Employee Benefits Sales Consultant

Jobot; City of Albany (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

An established industry player in benefits and retirement solutions is seeking an Employee Benefits Producer. This role is pivotal in generating new business opportunities and managing client relationships in the employee benefits sector. You will focus on delivering strategic solutions for group benefits plans, including health, dental, and life insurance. The company emphasizes innovation and client advocacy, providing a collaborative environment where your expertise will help clients thrive. If you're passionate about making a difference in the benefits landscape and possess a strong sales background, this opportunity is perfect for you.

Qualifications

• Proven experience in employee benefits sales or account management.
• Strong knowledge of compliance regulations and funding methods.

Responsibilities

• Generate new client leads through networking and marketing campaigns.
• Maintain and strengthen client relationships with proactive service.
• Conduct needs assessments to develop cost-effective benefit strategies.

Skills

Employee Benefits Sales

Client Relationship Management

Consultative Sales Approach

Negotiation Skills

Communication Skills

Market Analysis

Compliance Knowledge

Education

Active Life and Health Insurance License

Tools

CRM Systems

Quoting Platforms

HRIS/BenAdmin Systems

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Job details

This Jobot Job is hosted by Dana Stark.

Salary $100,000 - $150,000 per year

A Bit About Us

We are one of the largest independent, privately held national benefits and retirement planning solutions firms in the country.

Why join us?

We are an organization that prioritizes innovation, client advocacy, and strategic partnership. Our firm embodies all of those values. Our commitment to delivering tailored benefits solutions, staying ahead of regulatory changes, and investing in cutting-edge technology shows that we are just not serving clients — we are helping them thrive.

Job Details

The Employee Benefits Producer is responsible for generating new business opportunities and managing existing client relationships in the employee benefits space. This role focuses on delivering strategic benefit solutions, driving revenue growth, and providing exceptional service and consultation to employers on group benefits plans including health, dental, vision, life, disability, and voluntary benefits.

Key Responsibilities

1. New Business Development: Prospect and generate new client leads through networking, referrals, cold calling, and marketing campaigns. Develop and present comprehensive benefits solutions tailored to client needs.
2. Client Relationship Management: Maintain and strengthen relationships with clients by delivering consistent communication, proactive service, and renewal strategy planning. Serve as a trusted advisor to HR teams and executives.
3. Consultative Sales Approach: Conduct needs assessments and collaborate with clients to develop cost-effective, compliant benefit strategies. Present innovative plan designs, funding arrangements, and wellness initiatives.
4. Market Expertise & Carrier Negotiation: Analyze market trends, benchmark data, and carrier offerings. Negotiate rates and terms with carriers to secure the best possible benefits packages for clients.
5. Renewals & Account Management: Partner with account managers and service teams to handle renewals, enrollments, claims issues, plan changes, and open enrollment support.
6. Compliance & Documentation: Stay up to date with federal and state regulations (ACA, ERISA, HIPAA, COBRA, etc.). Ensure client programs remain compliant and well-documented.
7. Cross-Selling & Strategic Growth: Identify opportunities to cross-sell other insurance products and services. Contribute to the overall sales strategy and revenue goals of the agency or brokerage.

Qualifications

1. Proven experience in employee benefits sales or account management.
2. Active Life and Health Insurance License.
3. Strong knowledge of group benefit products, funding methods (fully insured, level-funded, self-funded), and compliance regulations.
4. Excellent communication, presentation, and negotiation skills.
5. Self-motivated, goal-oriented, and highly organized.
6. Familiarity with CRM systems, quoting platforms, and HRIS/BenAdmin systems is a plus.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.